SFDC for Accounting Firms

When it comes to dealing with money, companies can be very particular when it comes to knowing exactly what is going on with theirs. It should come as no surprise that accounting firms are always on their toes.

Building trust with clients takes time, effort, and continually providing the value that they pay for. With so many accounting firms to choose from, setting your team apart with great customer experience is key.

Thankfully, Salesforce helps make sure that you never drop the ball on your customers. Using the world-renowned CRM platform, you can bring your relationship with your customers to the next level. But how exactly does Salesforce help you do that?

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Once upon a time, accounting firms build their client base from years of work and referrals. However, these days clients have more options to choose from.

To stay on your potential client’s radar, Salesforce helps you nurture them throughout every stage in the sales funnel. Salesforce will pave the way for automatic follow-ups, internal reminders, and more.

Relationship Management

Sometimes, keeping clients is just as difficult as finding new ones. When you have multiple companies in your care, it can be easy to miss schedules. Additionally, conversing with several team members across functions may not be so straightforward.

Salesforce helps keep track of every single relationship seamlessly. You do not have to worry about forgetting the important dates and deadlines.

What is Voice to CRM?

Stay Connected

When it comes to working with clients from high-pressure environments and industries, attrition can be challenging. Maintaining institutional data is key to making sure that a change in point person does not mean losing the relationship.

Through Salesforce, you do not have to worry about dropping the ball when closing a deal because you have to speak to a different person. Salesforce picks up where your last discussion was left off so that you do not have to keep starting from scratch.

Personalized Systems

Depending on the size, stage, and status, clients will need a tailor-fit CRM system that can keep track of the numbers that matter. Various companies will have their own workflows, organization charts, and reporting deadlines unique to them.

Instead of a system set in stone, Salesforce is customizable to every need from reporting templates, currency conversion, times lines, and more.


Voice to SalesForce CRM

It is no secret that Salesforce is here to stay. However, it is completely understandable if you think that it is a lot to take in all at once. After all, accounting firms do more than just managing relationships but also do the actual accounting work.

Thankfully, you do not have to dive into Salesforce by yourself. By working with seasoned professionals from Hey DAN, you can utilize all the best Salesforce features without even breaking a sweat. Using a combination of machine learning and human experience, Hey DAN can help you build the CRM system of your dreams and keep it running smoothly as possible for as long as you want.